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开源证券-机械设备行业深度报告：AI浪潮势不可挡，国产半导体设备迎先进工艺产线资本开支潮-240205

 AI浪潮势不可挡，国内先进制程与先进封装产线资本开支加速高性能运算（HPC）已经成为全球半导体产业发展的核心支柱，算力升级离不开AI GPU 的支撑。AI GPU首先要通过先进制程工艺制造存储与逻辑芯片，再采用 2.5D/3D 先进封装工艺来提升系统性能。目前，国内两大存储厂已分别在3D NAND、LPDDR5 取得技术突破，高性能 AI 芯片出海代工受限加剧国内FinFET 产能紧缺，终端

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